See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SPINNAKER TRUST1 year Service code 21 · EIN 01-0513167 123 FREE STREET · PORTLAND, ME 04101 | Bank Trustee | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $904 | $55,214-98.4% | $104,607-99.1% | $73,488-98.8% |
| Participation rate | 95.9% | 67.8%+28.0pp | 74.1%+21.8pp | 70.7%+25.2pp |
| Annual return | -103.87% | 24.79%-128.7pp | 340.46%-444.3pp | 28.51%-132.4pp |
| Employer contribution / active EE | $2,970 | $1,468+102.3% | $2,681+10.8% | $2,270+30.8% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $34 | $424-91.9% | $6,473-99.5% | $513-93.3% |